Kolinsky Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$581K	Buy	6,571 +508	+8%	+$46.1K	0.35%	57
2024 Q3	$534K	Buy	6,063 +1,272	+27%	+$107K	0.35%	62
2024 Q2	$388K	Buy	4,791 +332	+7%	+$27K	0.28%	79
2024 Q1	$375K	Buy	4,459 +747	+20%	+$59.2K	0.29%	83
2023 Q4	$289K	Buy	3,712 +111	+3%	+$7.88K	0.25%	99
2023 Q3	$249K	Buy	3,601 +31	+0.9%	+$2.26K	0.25%	99
2023 Q2	$258K	Buy	3,570 +236	+7%	+$16.4K	0.25%	102
2023 Q1	$233K	Buy	3,334 +96	+3%	+$6.78K	0.25%	109
2022 Q4	$218K	Buy	+3,238	New	+$218K	0.25%	114
2022 Q3	–	Sell	-3,146	Closed	-$203K	–	125
2022 Q2	$203K	Buy	3,146 +84	+3%	+$5.98K	0.24%	115
2022 Q1	$239K	Buy	+3,062	New	+$236K	0.23%	112